This page is typically accessed after the preceptor submits a daily evaluation. There are several messages such as the Preceptor Message that include links to this document.
Purpose: The page is intended to keep the Preceptor up to date with the current goals and objectives, learners' needs, and how they should focus their efforts when working with a learner[1]. A preceptor can also review how learners have evaluated their efforts.
Keep the preceptor informed of each learner's current goals, objectives, and progress.
- Quick Links (highlighted in yellow)
- Preceptor Announcements for each Affiliate associated with the Preceptor record (highlighted in blue)
- Goals and Objectives for each Learner on Orientation and associated with the Preceptor record (highlighted in green)
- The preceptor can also review how learners have been rating their experiences (highlighted in orange)
- Contact Information and Links to other Learners (highlighted in red)
The page has quick links to the Learner’s Schedule and Transcript. Like the Public Preceptor Page, Shifts with missing evaluations will also show a link to the To-Do list at the top.
The content on this page is automatically assembled from the Preceptor record and the records from the most recent Daily / Formal evaluations.
Quick Links
| Update Communication | Use this link to update your phone number and e-mail address. |
| Schedule | View upcoming learning events. |
| Transcript | View the complete list of completed events. |
| To Do List | View a list of Competencies, Evaluations, Knowledge Checks, and Surveys that need input from the Learner. Pending items on the list will cause the alert in the figure to appear. |
An Orientation Nurse or Leadership User also sees Quick Links to Edit the Preceptor Record and Assign Competencies.
Learner Goals
Learners who have been designated as "on-orientation" and have this preceptor as a part of their team will have their current goals and objectives published to the Preceptor.
The view includes easy access to the Learner's Contact Information. The buttons link the Preceptor to be able to 
, starting a Learner Action Plan or
to review how other Preceptors are assigning scores.
The figures below show the Preceptor Pulblic page optimized for a mobile device. The figure on the right displays the Preceptor's Information and links to each Learner on orientation. This allows every preceptor the ability to review a Learner's goals and progress should they have a one-off shift with a learner who is not usually on their service.
Update Communication
Utilize the link on the left side of the Preceptor's Page on a desktop or the first link that appears on a mobile device: Update Communication
Clicking that button will send the Preceptor a 6-digit code made up of random letters and numbers to their current primary means of communication. This code is stored to be verified.
If unable to verify: The Preceptor is directed to send their Update request to the default e-mail address for their Affiliate.
Schedule
Click Schedule to access the calendar/list of future events associated with the learner record.
The listing at the bottom includes past and future events. The list can be sorted and searched. Additional links appear to Users who are logged in allowing for the schedule to be edited in-mass or event by event.
Transcript
Click Transcript to access a list of completed events associated with the learner record.
The Transcript has Quick Links and the ability to adjust the start date of the Transcript. By default, it will show one year of completed learning.
- Return to Preceptor Public (highlighted in yellow)
- Print (highlighted in blue)
- List Views: (highlighted in green)
- Hours by Event (Figure right), displays a listing of hours and the activity.
- Topics by Hours displays how many hours spent on each Topic
- Course Details (Figure lower left) displays attendance, learning outcome, learning objectives, event description, etc.
- Completed Competencies
- Preceptor Comments (highlighted in orange)
- Competency Documentation (Figure lower right), both documents that the Preceptor has signed and items that document the Preceptor/linked Learner record's competency (highlighted in red). Use this view to print out proof the preceptor has validated another colleague's skills.
- Change Dates (highlighted in purple) – form to change the start date of the transcript.
- Preceptor Assessment document link (highlighted in pink).
- Pending Evaluations will have buttons in the Learner column (highlighted in grey).
To-Do List
On a mobile device: Quick Links are limited to just a link back to the Learner Public Page and empty List Views are hidden.
When an Orientation Nurse or Leadership User navigates to this page while logged in additional features appear: Reminder messages, links to edit the items on the list, and the main menu. These elements are highlighted in blue. The reminder function can send an e-mail or text message to the Learner regarding the items on their list that need their attention.
